SWC
EFG icon

Spectrum Wealth Counsel’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Spectrum Wealth Counsel’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$8.74M Sell
87,357
-44,513
-34% -$4.54M 1.05% 32
2024
Q4 		$12.8M Sell
131,870
-23,221
-15% -$2.36M 1.5% 15
2024
Q3 		$16.7M Buy
155,091
+235
+0.2% +$24.4K 1.97% 11
2024
Q2 		$15.8M Buy
154,856
+51,803
+50% +$5.3M 2% 11
2024
Q1 		$10.7M Buy
103,053
+589
+0.6% +$58.6K 1.31% 18
2023
Q4 		$9.92M Buy
+102,464
New +$9.18M 1.37% 16

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spectrum Wealth Counsel's EFG Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 34% in Q1 2025, selling an estimated $4.54M and leaving 87,357 shares worth $8.74M. The position accounts for 1.05% of the portfolio, ranked #32.

Spectrum Wealth Counsel first reported a position in EFG in Q4 2023 and has held it in 6 quarters since. The position peaked at $16.7M in Q3 2024. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Spectrum Wealth Counsel held 87,357 shares of iShares MSCI EAFE Growth ETF worth $8.74M as of Q1 2025.
  • Spectrum Wealth Counsel sold 44,513 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $4.54M.
  • iShares MSCI EAFE Growth ETF made up 1.05% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #32 holding.
  • Spectrum Wealth Counsel first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares MSCI EAFE Growth ETF position peaked at $16.7M in Q3 2024.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.